SourcingSourcing

QUISH & CO. LLC

B50
CRD 146212·SEC 801-132344·BOULDER, CO
AUM
$154.2M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$463K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUISH & CO. LLC
CRD
146212
SEC file #
801-132344
EIN
—
DBA names
Quish

Economics

AUM
$154.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$113.4M → $154.2M▲ +36%
Client mix
Individuals High Net Worth13
Pooled Investment Vehicles1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
BOULDER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
quishco.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QUISH, MARIAH, SARAH VIOLET
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
QUISH, MARIAH, SARAH VIOLET
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
QUISHCO.COM
Rdap Domain Creation Date
2008-01-08T22:04:35Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
Jpmorgan4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-08T22:04:35Z
Rdap Domain Last Changed
2026-01-31T02:42:33Z
Rdap Nameservers
Dns1.p05.nsone.netDns2.p05.nsone.netDns3.p05.nsone.netDns4.p05.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5475733
Trust Company Affiliate
No

People (1)

1
QUISH, MARIAH, SARAH VIOLET
IAR · Direct Owner · 87.5%
5475733